Strategic Point Investment Advisors

Strategic Point Investment Advisors as of March 31, 2025

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.0 $90M 161k 559.39
Ishares Tr 3 7 Yr Treas Bd (IEI) 11.4 $69M 581k 118.13
Ishares Tr Core S&p500 Etf (IVV) 9.1 $55M 98k 561.90
Ishares Tr S&p 500 Val Etf (IVE) 7.4 $44M 232k 190.58
Ishares Tr Core S&p Ttl Stk (ITOT) 7.0 $42M 342k 122.01
Ishares Tr Rus 1000 Grw Etf (IWF) 5.7 $34M 94k 361.09
Ishares Gold Tr Ishares New (IAU) 5.2 $31M 533k 58.96
Spdr Ser Tr Portfolio Short (SPSB) 5.2 $31M 1.0M 30.10
Select Sector Spdr Tr Technology (XLK) 3.9 $24M 115k 206.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.8 $23M 393k 58.69
Ishares Tr Short Treas Bd (SHV) 3.4 $20M 183k 110.46
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.0 $18M 242k 73.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $18M 102k 170.89
Ishares Tr Core Msci Eafe (IEFA) 2.9 $17M 227k 75.65
Select Sector Spdr Tr Indl (XLI) 2.4 $15M 112k 131.07
Ishares Tr Core Msci Total (IXUS) 2.4 $14M 204k 69.81
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.4 $14M 204k 69.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.4 $14M 148k 95.37
Ishares Tr Esg Msci Kld 400 (DSI) 1.1 $6.5M 64k 102.41
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $6.0M 22k 274.84
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.7M 40k 93.66
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $2.0M 80k 24.99
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.9M 48k 40.49
Apple (AAPL) 0.3 $1.8M 7.9k 222.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.7M 14k 121.91
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.6M 17k 97.95
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $564k 9.6k 58.98
Microsoft Corporation (MSFT) 0.1 $370k 986.00 375.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $277k 590.00 468.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $267k 2.9k 92.83
Ishares Tr Tips Bd Etf (TIP) 0.0 $258k 2.3k 111.09
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $244k 1.5k 161.27
Coca-Cola Company (KO) 0.0 $242k 3.4k 71.62
ConocoPhillips (COP) 0.0 $214k 2.0k 105.02
Eli Lilly & Co. (LLY) 0.0 $213k 258.00 825.91